IFA Administrator

3 weeks ago

Newcastle upon Tyne, United Kingdom Clayton Davies Full time

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout.


Key Responsibilities:


  • Maintenance of MS teams folders & version control.
  • Support with maintaining internal literature, documents, processes & procedures.
  • Arranging meetings, taking minutes, and managing the team’s diary.
  • Maintaining records of confidential information on the company software and ensure files are well presented, accurate and logged correctly.
  • Taking phone calls, enquiries, and requests, and handling them where appropriate



Experience Required:


  • Experience within a financial planning business would be beneficial
  • Confident with IT and office software packages including Teams, Outlook, Word and Excel.
  • Strong ability to identify sensitive, confidential data and able to maintain compliance with GDPR.
  • Writing concise correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.

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